Aedan
Coughlin
Vanguard Advisers, Inc
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About this Advisor
Aedan Coughlin is a financial advisor working in Charlotte, North Carolina with a total of 2 years of relevant experience. Coughlin is on the advisory team at Vanguard Advisers, Inc. Their career trajectory has included roles at The Vanguard Group, Inc, University Of North Carolina At Wilmington, Brooklyn Harvest, Uncw Cie Media Production, Amelie'S French Bakery & Cafe, Queen City Grounds, Atelier 4, Capt'N Bill'S Backyard Grill, Tell It Media Productions, Charlotte Star Room and Rooster Fish Media. Coughlin maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina and Texas. Vanguard Advisers, Inc is an advisory firm that has its headquarters in Malvern, PA. The firm has offices in 2,124 locations and a total of 2,124 people on staff. It manages $299 billion in total assets among its 634,470 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 958 charitable organizations. Of its 634,470 client accounts, just 6% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. Fee types charged by Vanguard Advisers, Inc most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Aedan Coughlin Work History
Aedan has been registered as a financial advisor for 2 years.*
The Vanguard Group, Inc
Queen City Grounds
Atelier 4
Charlotte Star Room
Rooster Fish Media
Uncw Cie Media Production
Amelie'S French Bakery & Cafe
Capt'N Bill'S Backyard Grill
Tell It Media Productions
Brooklyn Harvest
University Of North Carolina At Wilmington
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aedan Coughlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanguard Advisers, Inc
Scottsdale, AZ
Charlotte, NC
Malvern, PA
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Malvern, PA
Malvern, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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